BCM ADVISORS, LLC
Adviser information for BCM ADVISORS, LLC last updated from Form ADV on February 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Louisiana, United States |
Employees
Total Number of Employees | 9 |
---|---|
Investment Advisory/Research | 6 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 7 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 2 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 527 | $578.1M |
Non-Discretionary | 0 | $0 |
Total | 527 | $578.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 315 | $70.5M |
HNW Individuals | 126 | $314.4M |
Banking or thrift institutions | <5 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 26 | $31.6M |
Charitable organizations | <5 | $0 |
State or municipal gov entities | <5 | $0 |
Other investment advisers | <5 | $0 |
Insurance companies | <5 | $0 |
Sovereign wealth funds and foreign official institutions | <5 | $0 |
Corporations or other businesses | 60 | $161.6M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 3 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
1018 HARDING ST., SUITE 104LAFAYETTE
LA
United States
Monday - Friday, BY APPOINTMENT
Tel: 337-233-7758, Fax: 337-233-9193
Websites
Chief Compliance Officer
HILLE DOMINGUE
1018 HARDING ST.
SUITE 104
LAFAYETTE
LA
United States
Tel:
337-769-3776
Fax:
337-233-9193
H****@***************M
(Full email address available in API data)
Regulatory Contact
LENOX BROWN
DIRECTOR OF OPERATIONS
1018 HARDING ST.
SUITE 104
LAFAYETTE
LA
United States
Tel:
337-233-7758
Fax:
337-233-9193
L****@***************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BILLEAUD, JOSEPH, STECKLER | Individual | – | CHIEF INVESTMENT OFFICER | 09/2004 | < 5% |
DOMINGUE, ERNEST, HILLE | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2009 | < 5% |
HOLLAND, GEORGE, WHITFIELD | Individual | – | DIRECTOR OF ADVISOR SERVICES | 01/2019 | < 5% |
JSB INVESTMENT HOLDINGS, INC | Domestic Entity | – | MEMBER | 03/2017 | 50-75% |
HOLLAND INVESTMENTS, LLC | Domestic Entity | – | MEMBER | 03/2017 | 10-25% |
HARDING STREET HOLDINGS, LLC | Domestic Entity | – | MEMBER | 03/2017 | 10-25% |
GOSSEN, MONTGOMERY | Individual | – | CHIEF OPERATING OFFICER | 01/2023 | < 5% |
YCB, LLC | Domestic Entity | – | MEMBER | 12/2020 | 5-10% |
GOSSEN, MONTGOMERY | Individual | YCB, LLC | MEMBER | 11/2020 | > 75% |
BILLEAUD, JOSEPH, STECKLER | Individual | JSB INVESTMENT HOLDINGS, INC | MEMBER | 10/1991 | > 75% |
HOLLAND, GEORGE, WHITFIELD | Individual | HOLLAND INVESTMENTS, LLC | MEMBER | 12/2014 | > 75% |
DOMINGUE, ERNEST, HILLE | Individual | HARDING STREET HOLDINGS, LLC | MEMBER | 03/2008 | > 75% |
MCMENEMON, ERIN, DESPOT | Individual | – | CLIENT RELATIONSHIP MANAGER | 08/2023 | < 5% |
MCCLURE DESPOT, LLC | Domestic Entity | – | MEMBER | 01/2022 | 5-10% |
MCMENEMON, ERIN, DESPOT | Individual | MCCLURE DESPOT, LLC | MEMBER | 02/2022 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
Advanced Micro Devices | Equities | 2M | 12K | – |
Aes Corp | Equities | 476K | 27K | – |
Aflac Inc | Equities | 1M | 10K | – |
Amern Tower Corp Class A | Equities | 375K | 2K | – |
AMZN | Equities | 230K | 1K | – |
Apple Inc | Equities | 2M | 9K | – |
Archer-Daniels-Midln | Equities | 1M | 23K | – |
Atmos Energy Corp | Equities | 5M | 42K | – |
Berkshire Hathaway Cl B | Equities | 462K | 1K | – |
Broadcom Ltd | Equities | 4M | 26K | – |
Brown & Brown Inc | Equities | 11M | 109K | – |
Canadian National Railway Co | Equities | 1M | 10K | – |
Caterpillar Inc | Equities | 2M | 7K | – |
Centerpoint Energy | Equities | 709K | 25K | – |
Chevrontexaco Corp | Equities | 262K | 2K | – |
Coca Cola Company | Equities | 7M | 100K | – |
Colgate-Palmolive Co | Equities | 5M | 46K | – |
Conocophillips | Equities | 2M | 22K | – |
Consolidated Edison Inc | Equities | 5M | 52K | – |
Costco Whsl Corp New | Equities | 3M | 3K | – |
Deere & Co | Equities | 2M | 6K | – |
DIMENSIONAL US CORE EQUITY MARKT ETF | Equities | 59M | 2M | – |
Dimensional US Small Cap ETF | Equities | 2M | 34K | – |
Duke Energy Corporation | Equities | 7M | 61K | – |
Enterprise Products Partners L.P. | Equities | 4M | 123K | – |
ETFS Gold Trust | Equities | 5M | 233K | – |
Exxon Mobil Corporation | Equities | 6M | 53K | – |
First Horizon Natl Corp | Equities | 190K | 12K | – |
General Dynamics Corp | Equities | 2M | 7K | – |
General Mills Inc | Equities | 3M | 49K | – |
GoDaddy Inc | Equities | 401K | 3K | – |
Home Bancorp Inc | Equities | 225K | 5K | – |
Honeywell International | Equities | 949K | 5K | – |
International Paper Co | Equities | 3M | 65K | – |
iShares MSCI USA Min Volatility | Equities | 4M | 45K | – |
Ishares Tr Barclays Bond | Equities | 32M | 340K | – |
J.P. Morgan Chase | Equities | 263K | 1K | – |
JB Hunt Transport Services Inc | Equities | 1M | 7K | – |
Johnson & Johnson | Equities | 6M | 40K | – |
Kinder Morgan Inc | Equities | 2M | 82K | – |
Lithium Chile Inc | Equities | 16K | 40K | – |
Meta Platforms Inc Class A | Equities | 505K | 1K | – |
Microsoft Corp | Equities | 617K | 1K | – |
MKSI | Equities | 563K | 5K | – |
Nvidia Corp | Equities | 4M | 34K | – |
One World Universe Inc | Equities | 105 | 19K | – |
Parker-Hannifin Corp | Equities | 2M | 4K | – |
Pepsico Incorporated | Equities | 4M | 22K | – |
Petroteq Energy Inc | Equities | 0 | 50K | – |
Pfizer Incorporated | Equities | 210K | 7K | – |
RENERGEN ORD | Equities | 5K | 10K | – |
S P D R TRUST Unit SR | Equities | 4M | 8K | – |
S&P500 Catholic Values | Equities | 15M | 236K | – |
Schlumberger Ltd | Equities | 910K | 20K | – |
SPDR Gold Share | Equities | 54M | 241K | – |
SPDR Long Term Govt Bond | Equities | 5M | 172K | – |
Sysco Corporation | Equities | 975K | 13K | – |
Tractor Supply Co | Equities | 1M | 6K | – |
UGI Corp | Equities | 803K | 32K | – |
Valero Energy Corp New | Equities | 2M | 10K | – |
Vanguard Consumer Staples ETF | Equities | 474K | 2K | – |
Vanguard Health Care | Equities | 403K | 1K | – |
Vanguard Intermediate Bond | Equities | 60M | 780K | – |
Vanguard Long-Term Bond ETF | Equities | 1M | 16K | – |
Vanguard Mid Cap Etf | Equities | 2M | 8K | – |
Vanguard Short Term Bond Index | Equities | 260K | 3K | – |
Vanguard Total Bond Market | Equities | 575K | 8K | – |
Vanguard Total Stock Mkt | Equities | 33M | 124K | – |
Vanguard Utilities | Equities | 556K | 3K | – |
Viemed Healthcare Inc | Equities | 146K | 21K | – |
Wal-Mart Stores Inc | Equities | 212K | 3K | – |
WisdomTree US Quality Dividend Gr ETF | Equities | 32M | 406K | – |